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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-10 |
| NJ | RA | APPROVED | 2025-03-17 |
Branch Locations
960 Holmdel Rd. Bldg 2 Fl 1, Holmdel, NJ 07733 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Holmdel | NJ | 03/2014 | Present |
| Private Portfolio Partners Llc | Holmdel | NJ | 07/2016 | 03/2025 |
(1) 01/23/2015: Archway Wealth Management - DBA for LPL Business (entity for LPL business) - Archway Wealth Management - INV REL - At Reported Business Location(s) - Start 01/13/2015 - 160 Hr/Mo; 8 Hours During Securities Trading (2) 07/05/2016: Private Portfolio Partners LLC - Registered Investment Advisor DBA - (Hybrid) Archway Wealth Management - INV REL - At Reported Business Location(s)- Start 03/30/2016 - 120 Hr/Mo; 20 Hours During Securities Trading (3) 07/05/2016: Private Portfolio Partners LLC - Registered Investment Advisor Hybrid - (Hybrid) Private Portfolio Partners LLC - INV REL - At Reported Business Location(s)- Start 03/30/2016 - 90 Hr/Mo; 20 Hours During Securities Trading. (4) 4/30/2018 - Archway Wealth Management - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/17/2014 - 4 Hours Per Month/1 Hour During Securities Trading. (5) 3/10/2020 - Archway Advisor Services LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Partner - Started 03/09/2020 - 5 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-19 |
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